BRWA
ACHV icon

B. Riley Wealth Advisors’s Achieve Life Sciences ACHV Stock Holding History

B. Riley Wealth Advisors’s Portfolio ACHV Stock Details ACHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-216,216
Closed -$1.12M – 1448
2023
Q2 		$1.12M Buy
+216,216
New +$1.52M 0.03% 526

Other funds holding ACHV

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

B. Riley Wealth Advisors's ACHV Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Achieve Life Sciences (ACHV) in Q3 2023, closing a stake of 216,216 shares — an estimated $1.12M sold.

B. Riley Wealth Advisors first reported a position in ACHV in Q2 2023 and held it in 1 quarter. The position peaked at $1.12M in Q2 2023. 35 funds tracked by Wall St. Rank hold ACHV as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Achieve Life Sciences position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 216,216 Achieve Life Sciences shares in Q3 2023, an estimated $1.12M.
  • B. Riley Wealth Advisors first reported a position in Achieve Life Sciences in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Achieve Life Sciences position peaked at $1.12M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.